| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
5
5
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Fees
Updated 05.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 05.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.15 |
| Management | 0.625 |
| Redemption |
Updated 05.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.46 |
| Net Expense Ratio: Annual Report | 0.94 |
| Net Expense Ratio: Prospectus | 0.95 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $862.00 |
| 5-Year | $1,075.00 |
| 10-Year | $1,685.00 |
Purchase Information
Updated 05.01.2013
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | |
| Initial IRA | $250.00 |
| Additional IRA | |
| Initial AIP | $50.00 |
| Additional AIP | $50.00 |
